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5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-27 |
| NY | RA | APPROVED | 2025-01-15 |
| SC | RA | APPROVED | 2024-05-01 |
| FL | RA | APPROVED | 2019-12-26 |
Branch Locations
20801 Biscayne Blvd Suite 403 Suite 403, Miami, FL 33180 • United States
5845 Widewaters Pkwy Ste 300, East Syracuse, NY 13057 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Aventura | FL | 02/2011 | 09/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2019 |
| Raymond James & Associates, Inc. | Aventura | FL | 09/2019 | 10/2019 |
| Pinnacle Investments, Llc | Syracuse | NY | 11/2019 | Present |
Casas 2, Is Not Investment Related," Hollywood, FL, 33021, United States", rental property, owner, 8/10/2018, 0 hours per month, 0 hours per month during trading hours, Other Compensation, rental property "Casa 1, LLC",Is Not Investment Related, "None, , Miami, FL, 33152, United States", Rental Property, Owner,12/14/2014,2 hours per month,0 hours per month during trading hours, Other Compensation, Landlord
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-20 |
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